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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Cladis Investment Advisory
Billings,
Montana
| $144M | +$6.45M | +5% | 7.69% | 131% | 146 | 14.38% | 2 |
|
| 6352 |
6352
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $144M | +$16.4M | +13% | 6.98% | 101% | 108 | 13.89% | 2.2 |
|
| 6353 |
6353
Allen Wealth Management
Boone,
North Carolina
| $144M | +$31.9M | +28% | 6.33% | – | 62 | 11.29% | 0.7 |
|
| 6354 |
6354
Bain Capital Public Equity
Boston,
Massachusetts
| $144M | +$39.2M | +37% | 13.1% | 169% | 44 | 43.18% | 0.6 |
|
| 6355 |
6355
Pelion Inc
Salt Lake City,
Utah
| $144M | +$22.5M | +19% | 22.8% | 16.9% | 4 | 0% | 2.8 |
|
| 6356 |
MKW
6356
Mullaney, Keating & Wright
Middletown,
Connecticut
| $144M | +$15.1M | +12% | 9.12% | – | 56 | 5.36% | 0.2 |
|
| 6357 |
6357
General Equity Holdings
Brooklyn,
New York
| $144M | -$19.8M | -12% | 30.1% | 775% | 7 | 42.86% | 1.6 |
|
| 6358 |
6358
Foresite Capital Management V
Larkspur,
California
| $144M | -$12.7M | -8% | 5.98% | 401% | 5 | 0% | 1.7 |
|
| 6359 |
6359
Clarity Asset Management
Ames,
Iowa
| $144M | +$3.04M | +2% | 5.12% | 51.8% | 211 | 14.22% | 0.7 |
|
| 6360 |
6360
First Bancorp
Damariscotta,
Maine
| $144M | +$8.5M | +6% | 6.65% | 80.3% | 125 | 10.4% | 2.7 |
|
| 6361 |
6361
Objectivity Squared
Charleston,
South Carolina
| $144M | +$13M | +10% | 5.33% | – | 51 | 7.84% | 0.7 |
|
| 6362 |
6362
Apis Capital Advisors
New York
| $144M | +$8.21M | +6% | 18.1% | 1,532% | 43 | 39.53% | 0.9 |
|
| 6363 |
6363
Certus Wealth Management
Redwood City,
California
| $144M | +$12M | +9% | 5.62% | – | 56 | 16.07% | 1 |
|
| 6364 |
6364
26North Partners
New York
| $144M | +$7.5M | +6% | 5.41% | 77.8% | 1 | 0% | 1.8 |
|
| 6365 |
6365
Michael S. Ryan Inc
Latham,
New York
| $144M | +$11.6M | +9% | 6.51% | 63.3% | 49 | 16.33% | 1 |
|
| 6366 |
6366
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| $143M | +$8.95M | +7% | 6.27% | 64.5% | 123 | 18.7% | 1 |
|
| 6367 |
6367
Napatree Capital
Westerly,
Rhode Island
| $143M | +$20M | +16% | 7.22% | – | 167 | 23.35% | 0.5 |
|
| 6368 |
6368
Sippican Capital Advisors
Boston,
Massachusetts
| $143M | +$17M | +13% | 13% | 81.1% | 121 | 13.22% | 5.1 |
|
| 6369 |
AMAL
6369
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| $143M | +$12.3M | +9% | 10.9% | 125% | 17 | 5.88% | 4.7 |
|
| 6370 |
6370
Richardson Capital Management
Menomonee Falls,
Wisconsin
| $143M | +$13.2M | +10% | 6.21% | 74.2% | 189 | 29.1% | 0.6 |
|
| 6371 |
6371
Empirical Capital Management
Hendersonville,
Tennessee
| $143M | +$2.89M | +2% | 7.31% | 205% | 24 | 54.17% | 2.4 |
|
| 6372 |
6372
Financial Symmetry
Raleigh,
North Carolina
| $143M | +$14.5M | +11% | 6.41% | 68.4% | 46 | 10.87% | 0.6 |
|
| 6373 |
6373
Valley Financial Group
Ambler,
Pennsylvania
| $143M | +$7.07M | +5% | 4.95% | – | 60 | 10% | 0.7 |
|
| 6374 |
6374
Echo Wealth Management
Plymouth,
Minnesota
| $143M | +$10.4M | +8% | 5.82% | 42.9% | 49 | 10.2% | 2.1 |
|
| 6375 |
DIM
6375
DC Investments Management
Mclean,
Virginia
| $143M | +$24.4M | +21% | 5.61% | 56.3% | 92 | 13.04% | 1.4 |
|